Intentional Wealth Strategies, LLC
COLORADO SPRINGS CO · SEC CIK 0002119881
$1.07亿2026Q2 申报市值
68持仓数
63.1%前十大占比 · 第一大 20.9%
3 / 877新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TDI 加仓+$687.43万
VOO 加仓+$382.35万
BLCR 新建仓+$229.14万
IALT 新建仓+$226.22万
SHLD 加仓+$86.51万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$284.09万
AVEM 减仓-$261.99万
BKDV 减仓-$197.39万
DYNF 减仓-$193.34万
EFV 清仓-$173.87万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCMB | SCHWAB STRATEGIC TR | $35.02万 | 0.33% | 13,564 | 13,564 | — | $35.02万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $35.49万 | 0.33% | 12,579 | -154 | -1.2% | -$4,345 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $35.61万 | 0.33% | 8,029 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $36.72万 | 0.34% | 10,715 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $37.42万 | 0.35% | 2,523 | -316 | -11.1% | -$4.69万 | 减仓 |
| BSVO | EA SERIES TRUST | $37.67万 | 0.35% | 12,904 | 450 | 3.6% | $1.31万 | 加仓 |
| AMZN | AMAZON COM INC | $40.68万 | 0.38% | 1,707 | 123 | 7.8% | $2.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.75万 | 0.38% | 353 | 9 | 2.6% | $1.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.44万 | 0.40% | 1,671 | 9 | 0.5% | $2,286 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $43.17万 | 0.40% | 1,319 | -29 | -2.2% | -$9,493 | 减仓 |
| MSFT | MICROSOFT CORP | $47.32万 | 0.44% | 1,269 | 57 | 4.7% | $2.13万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $49.79万 | 0.47% | 516 | 2 | 0.4% | $1,930 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $52.71万 | 0.49% | 17,305 | -1,007 | -5.5% | -$3.07万 | 减仓 |
| AVGO | BROADCOM INC | $56.96万 | 0.53% | 1,508 | -66 | -4.2% | -$2.49万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $62.48万 | 0.59% | 5,008 | -1,424 | -22.1% | -$17.77万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $63.03万 | 0.59% | 11,212 | 2,141 | 23.6% | $12.04万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $64.83万 | 0.61% | 1,015 | -13 | -1.3% | -$8,303 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.57万 | 0.61% | 878 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $66.59万 | 0.62% | 16,073 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $76.27万 | 0.72% | 9,891 | -794 | -7.4% | -$6.12万 | 减仓 |
| GOOGL | ALPHABET INC | $78.41万 | 0.74% | 2,194 | 53 | 2.5% | $1.89万 | 加仓 |
| IEFA | ISHARES TR | $82.54万 | 0.77% | 8,546 | -1,289 | -13.1% | -$12.45万 | 减仓 |
| REGL | PROSHARES TR | $84.41万 | 0.79% | 9,218 | -1,266 | -12.1% | -$11.59万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $136.75万 | 1.28% | 26,127 | -8,854 | -25.3% | -$46.34万 | 减仓 |
| MUB | ISHARES TR | $137.08万 | 1.29% | 12,737 | -1,733 | -12.0% | -$18.65万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $140.04万 | 1.31% | 44,164 | -2,194 | -4.7% | -$6.96万 | 减仓 |
| STIP | ISHARES TR | $145.29万 | 1.36% | 14,222 | -1,725 | -10.8% | -$17.62万 | 减仓 |
| AAPL | APPLE INC | $161.33万 | 1.51% | 5,575 | -99 | -1.7% | -$2.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $174.44万 | 1.64% | 23,101 | 158 | 0.7% | $1.19万 | 加仓 |
| — | NOMURA ETF TR | $179.12万 | 1.68% | 71,836 | 711 | 1.0% | $1.77万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $190.96万 | 1.79% | 50,135 | -1,944 | -3.7% | -$7.40万 | 减仓 |
| IXUS | ISHARES TR | $191.30万 | 1.79% | 20,044 | -1,448 | -6.7% | -$13.82万 | 减仓 |
| SHLD | GLOBAL X FDS | $200.30万 | 1.88% | 33,545 | 14,489 | 76.0% | $86.51万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $226.22万 | 2.12% | 80,649 | 80,649 | — | $226.22万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $229.14万 | 2.15% | 45,492 | 45,492 | — | $229.14万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $256.14万 | 2.40% | 10,403 | -748 | -6.7% | -$18.42万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $305.31万 | 2.86% | 70,822 | -22,375 | -24.0% | -$96.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $325.49万 | 3.05% | 4,420 | -122 | -2.7% | -$8.98万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $364.67万 | 3.42% | 69,172 | -15,826 | -18.6% | -$83.43万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $367.35万 | 3.44% | 38,071 | -27,152 | -41.6% | -$261.99万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $572.50万 | 5.37% | 170,948 | -58,939 | -25.6% | -$197.39万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $679.76万 | 6.37% | 99,950 | -28,428 | -22.1% | -$193.34万 | 减仓 |
| TDI | TOUCHSTONE ETF TRUST | $689.62万 | 6.47% | 153,508 | 153,021 | 31,421.1% | $687.43万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $935.88万 | 8.78% | 30,890 | -1,858 | -5.7% | -$56.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,230.24万 | 20.91% | 32,472 | 5,567 | 20.7% | $382.35万 | 加仓 |